ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 85 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,628 | +3.4% | 254,146 | +4.4% | 0.01% | +7.7% |
| Q2 2023 | $6,412 | +2.4% | 243,462 | +3.4% | 0.01% | 0.0% |
| Q1 2023 | $6,262 | +12.4% | 235,356 | +11.4% | 0.01% | 0.0% |
| Q4 2022 | $5,570 | -99.6% | 211,259 | +308.8% | 0.01% | +333.3% |
| Q3 2022 | $1,339,000 | +84.7% | 51,683 | +89.8% | 0.00% | +50.0% |
| Q2 2022 | $725,000 | +1.0% | 27,236 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $718,000 | -4.1% | 26,954 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $749,000 | +171.4% | 26,914 | +171.8% | 0.00% | +100.0% |
| Q3 2021 | $276,000 | +4.2% | 9,901 | +4.3% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +22.7% | 9,491 | +23.3% | 0.00% | 0.0% |
| Q4 2020 | $216,000 | -37.8% | 7,699 | -40.0% | 0.00% | 0.0% |
| Q3 2019 | $347,000 | +13.4% | 12,822 | +12.6% | 0.00% | 0.0% |
| Q2 2019 | $306,000 | -2.9% | 11,386 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $315,000 | – | 11,918 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |